The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SJCRX | VTSAX | SJCRX / VTSAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 2 years | 26 years | - |
| Gain YTD | 16.114 | 12.445 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 2.29T | 0% |
| Annual Yield % from dividends | 0.56 | 1.02 | 54% |
| Returns for 1 year | 14.42 | 18.84 | 77% |
| Returns for 3 years | N/A | 68.25 | - |
| Returns for 5 years | N/A | 61.58 | - |
| Returns for 10 years | N/A | 249.00 | - |